With extensive experience throughout major shifts in the markets, Scottsdale based Barbara Marquis, has dedicated her career to delivering personalized investment planning services customized to meet the specific needs of her clients and their families. Her aptitude for listening to all of their financial concerns and then developing proven strategies to help them pursue their personal goals is one of the traits that sets Barbara apart from other financial advisors.
Barbara began her financial services career 24 years ago as a Client Associate with A.G. Edwards. This initial experience provided her with in-depth knowledge covering a vast array of industry nuances and complexities. She quickly transitioned into the role of Financial Advisor when it became abundantly clear she had the ability to help clients make informed decisions involving many multifaceted matters impacting their personal and professional lives.
Barbara’s comprehensive investment planning strategies include building, managing, preserving, and transitioning her client’s wealth. Her process encompasses the four cornerstones of wealth: investments, liability management, risk management, and estate strategies. Her advice is delivered from a fiduciary, independent and objective perspective.
Barbara firmly believes making informed decisions starts with a solid education. As a Financial Advisor, she's earned her AAMS® and ADPA® certifications, both involving a demanding curriculum, rigorous examination, and annual continuing education.
Barbara enjoys spending time with her adult children, grandchild, and extended family in Michigan. She loves relaxing with a good book, gardening when she has the time, and crocheting.
Email bmarquis@stratoswp.com
Phone & Fax (480) 581-5330
Copyright© 2023 Marquis WEALTH Group-All Rights Reserved. All entities are separate and unaffiliated with LPL Financial. SECURITIES offERED THROUGH LPL FINANCIAL, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH STRATOS WEALTH PARTNERS, A REGISTERED INVESTMENT advisor. stratos wealth partners AND THE MARQUIS GROUP ARE SEPARATE ENTITIES FROM LPL FINANCIAL. THE LPL FINANCIAL REGISTERED REPRESENTATIVES ASSOCIATED WITH THE SITE MAY ONLY DISCUSS AND/OR TRANSACT SECURITIES BUSINESS WITH RESIDENTS OF THE FOLLOWING STATES:
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Marquis Wealth Group - Scottsdale, arizona
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